Enterprise quote preparation
Business quotes priced from the catalog and the sites
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the opportunity, the sites and the price book
Prepares the quote for a business customer from the site list, the services requested and the price book
Checks serviceability and prices each line
Checks each site for serviceability and adds the build cost where the network does not reach
Drafts the quote and the margin summary
Produces the quote document and the internal margin view
Works in
Salesforce, SAP, Box
Salesforce, SAP, BoxWhat it does
- Prepares the quote for a business customer from the site list, the services requested and the price book
- Checks each site for serviceability and adds the build cost where the network does not reach
- Produces the quote document and the internal margin view
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.